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Online Ideas Workspace

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Attach Files to Email Templates in Leads Automation

It would be a great enhancement to allow files to be attached to email templates for lead automation. This would streamline the process of automatically sending handbooks when a specific status is selected, making it an incredibly useful feature f...
Colin Von Seggern about 2 hours ago in Online Ideas Workspace / OL - Leads 0

Delete and manage Documents

Currently, in Procare Online, there is no way to remove a document that has been uploaded to a student's profile. This frustrates customers who can accidentally attach the wrong document to the wrong entity and are unable to correct it. There have...
Sirah Brautigam 5 days ago in Online Ideas Workspace / OL - Documents 0

deactivate mobile functionality when trial expires

When free trials of Online expire the mobile app continues to function as normal (including SISO, parent communications, calendar, etc) meaning these free trial customers are able to continue to use basic functionality indefinitely for free. Examp...
Courtney Iversen 9 days ago in Online Ideas Workspace / Other 0

User Group permissions for Engage/Online

The customer is looking for a way to set user group (admin/non-admin) permissions so she does not have to go through and change each individual permissions. She is looking for a similar way to set these permissions as Procare Desktop has where she...
Kelsey Boyd about 17 hours ago in Online Ideas Workspace / OL - Permissions 0

Add option to select sleeping/napping positions for nap activity

Customer is looking for a way to choose between sleeping positions for students when they are napping during the 15 minute check in. The customer stated she has used this on previous platforms/competetor platforms in the past and is looking for Pr...
Kelsey Boyd about 18 hours ago in Online Ideas Workspace / OL - Daily Activities 0

Sending voice messages to families

Customer, Jamie Chiero is looking for a way to send voice messages to families through Procare Online/Engage. This could be beneficial for families who are not able to read messages throughout the day, but could open a voice message instead.
Kelsey Boyd about 18 hours ago in Online Ideas Workspace / OL - Parent Messaging 0

Profile Field Mapping - Custom Students and Family Report

The new mapping of Lead Profile Fields to Active Student Profile Fields does not push the new profile field to the Custom Students and Family Report so customers cannot pull reports on that profile field for their students.
Kelly Kohlhagen about 19 hours ago in Online Ideas Workspace / OL - Reports 0

Naming of the Registration Feature in Procare Online

The title "Registration" for the new Registration feature, particularly when it comes to re-registration and interest forms, has confused some customers. Several customers have asked about using the registration forms for current students, and whe...
Kelly Kohlhagen 2 days ago in Online Ideas Workspace / OL - Leads 0

Expanded Subsidy Reporting

The current Subsidy Reporting offering is inadequate for our customer's needs. Currently, the Ledger Detailed Transaction Report is the only report offered in Online that shows Subsidy data. Procare Desktop offers 17 different reports across 6 Cat...
Zachary Keith 22 days ago in Online Ideas Workspace / OL - Reports 2

Subsidy Adjustment Options - Agency Credit

Procare Desktop offers two options for editing or posting a balance to a Subsidy Ledger: Transfer to Parent and Agency Credit. From the Desktop Support Article: "If the balance is not being transferred to the parent, you may adjust it as an Agency...
Zachary Keith 22 days ago in Online Ideas Workspace / OL - Subsidy 2